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  1. Submission to Commission - How fast is it?
  2. See how choosing Equimax Participating Whole Life can help Raj plan for his family’s future
    Raj wants to buy life insurance. He has wealth he’s grown over the years. He wants it to go to his family. He likes what participating whole life has to offer.

    By choosing an Equimax participating whole life insurance policy with Equitable Life, Raj gets permanent insurance coverage with tax-advantaged cash growth. His policy can also earn annual dividend payments.

    He learns about how his premiums go into a participating account and are invested. Some of that investment can come back to him as dividends.

    With Equitable Life, dividends are shared only with participating policyholders. This makes Equimax Participating Whole Life an easy choice for Raj.

    Watch our new Dividends with Equitable Life of Canada video to learn more. View on Vimeo or YouTube.






    You can use this video to send to clients before or after meetings to help them understand Dividends with Equitable Life.

    Plus, visit our Equimax product page, then click on the Marketing Materials tab for the latest Dividend marketing materials.

    Need more information? Please contact your local wholesaler.



    ® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
    To learn more about our dividend policy and participating account management policy, please visit www.equitable.ca/en/already-a-client/dividend-information/
    Dividends are not guaranteed and are paid at the sole discretion of the Board of Directors. Dividends may be subject to taxation. Dividends will vary based on the actual investment returns in the participating account as well as mortality, expenses, lapse, claims experience, taxes and other experience of the participating block of policies.
  3. [pdf] Harnessing the power of your cash value
  4. Compensation Inquiry
  5. ALERT! Temporary Suspension of Ground Service – British Columbia
    The British Columbia government has declared a provincial state of emergency following severe flooding and landslides, causing widespread damage and road closures preventing ground access into and out of the province.
     
    Please be advised that we are not accepting courier shipments traveling by ground into and out of British Columbia.  Any printed materials ordered from Equitable Life will be held until the situation in BC is resolved. In the meantime, please feel free to use our digital copies.
     
    If you have any questions or concerns, please contact your Regional Sales Manager.
     
     
  6. Critical Illness Path to Success Program This program was designed with you, the Advisor, in mind.

    Path to Success: Expert Advice on navigating CI Sales provides you with actionable ideas and scripts that you can implement immediately into your critical illness insurance meetings. CE Credits are available if you review the program in its entirety and complete the quizzes at the end of each section.

    View the pdf with details about the CI Path to Success Program.

    Watch details about the CI Path to Success Program here.

    Next steps:
    If you have any questions or are interested in getting access to this program, please reach out to your Regional Sales Manager directly.
  7. Changes to the Compensation Inquiry section on EquiNet The Compensation Inquiry Section from EquiNet is only available on Microsoft Edge. Please follow the instructions below:

    1. Open Microsoft Edge, click on the three dots in the top right corner and select ‘Settings’.
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    2. In the Settings menu, locate ‘Default browser’ and click on ‘Add’ in Internet Explorer mode pages.
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    3. Enter the URL https://advisor.equitable.ca/advisor/compensationinquiry and click on ‘Add’.
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    4. Login into EquiNet using Microsoft Edge and you will be able to access ‘Compensation Inquiry’.

    This configuration expires in 30 days, if you want to continue accessing ‘Compensation Inquiry’ after 30 days, you will need to redo the steps above.

    If you encounter problems configuring, call our support line at 1.800.722.6615 ext. 8888
  8. Clarification: Dialogue Virtual Healthcare available to add to your clients' benefits plans We recently announced that we are partnering with Dialogue to offer unlimited and on-demand virtual access to primary healthcare practitioners.
     
    The announcement indicated that Virtual Healthcare is the latest addition to our HealthConnector suite of health and wellness services and is available to add to all Equitable Life benefits plans as of July 1, 2023.
     
    Please note that there is an additional fee to add the service to your clients’ benefits plans. Our original announcement was not clear enough about this.
     
    We apologize for any confusion this may have caused.
     
    If you have questions about Virtual Healthcare, of if you would like to add the service to a client’s plan, please contact your Group Account Executive or myFlex Sales Manager.
  9. [pdf] New Forms to Comply with AML & CRS Changes
  10. [pdf] Another reason to invest with Equitable